CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘microsoft crm partner delaware’

Keep Client Contact Info in Microsoft CRM or ERP?

In theory, a company should rid itself of all “silos” of client information, and have everything stored in one central spot. Unfortunately, that isn’t always possible. Sales and customer service will be using one set of tools while accounting is using another, meaning client information is often stored in at least those two spots. Add […]

continue reading...

3 Simple Steps to Make Sure Leads Are Tracked Right

Most prospects looking at a product or service will take time evaluating their options. Studies have shown that it will take at least 4 contacts to bring on board a new client, and that in 50% of the cases, the sales process will pause completely before a prospect will ultimately decide to buy. It can […]

continue reading...

Creating Customer Facing Portals in Microsoft CRM

In the past several years, client expectations have significantly changed. Recent studies have shown that 2/3rds of consumers expect to be able to use web self-service tools to find answers to their questions, and to create support requests – even at small businesses. More than ever, businesses need the ability to create self-service tools for […]

continue reading...

Make Sure Your CRM Project Does Not Fail

When implementing a new CRM system, you should always keep in mind this simple rule:  your new system will fail if end users don’t like using it. It’s true. No matter how good your planning was, or how detailed your requirements are, if in the end users aren’t using it, you will have a poor […]

continue reading...

Microsoft CRM Trials Are Great – But Get It For The Right Reason

Businesses considering implementing Microsoft CRM are increasingly using 30 day trials of Microsoft CRM as a way of evaluating it as a solution for them. There is a good reason to do this – it is quick and easy to provision, it is free, and it gives you the full functionality right out of the […]

continue reading...

4 Things to Watch for When Sending a Microsoft CRM Email Blast

Today I got an email that said, among other things, that the business sending me the email would like the opportunity to sit down with me or “any other member of the sales team at {Recipient.contact.parentcustomerid[0]!""}” Yes, that is not a typo or system malfunction in the previous sentence; they referred to our company as […]

continue reading...

Cost of Implementing Microsoft CRM

Many factors go into deciding the right CRM solution – ability to meet business requirements, ease of use, adaptability with other technologies, etc. But whatever your criteria are, in the end all businesses want to know what it will cost to implement Microsoft CRM. To determine what it will cost for your organization, you first […]

continue reading...

Convert Internet Leads Quickly with Microsoft CRM

As we all know, internet searches are growing by leaps and bounds. There are 3 billion searches conducted per day, and the number has steadily doubled every 2 years. Simply put, people are searching!  While the majority of searches are not business related, many are. In fact, 78% of all products purchased today were researched […]

continue reading...

Integrate Microsoft CRM with any ERP package

Businesses today are increasingly looking to integrate Microsoft CRM with their ERP package. The advantages of having such integration are numerous. Sales teams get a complete view of their customers' order status and invoices, finance teams do not have to duplicate or reconcile client contact data, and entire organizations can have one central view of […]

continue reading...
 

 
 
Show Buttons
Hide Buttons